证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 1 | | 完善新能源产品序列，满足不同场景需求；继续深耕海外市场， | | --- | --- | | | 通过产品优化与人员协同，抢抓海外增长机遇。 | | | 2.公司发电产品相关的布局和业务发展情况 | | 全球 | AI 快速发展驱动电力需求激增，发电产业迎来高速发 | | | 展机遇，公司发电业务正以精准卡位的技术与产品以及前瞻的 | | | 产能布局快速拓展市场，以柴油、天然气、SOFC 等多种产品组 | | | 合充分满足备用电源和主电源等多元化市场需求，成为公司利 | | | 润来源多元化的主要驱动业务之一。未来，潍柴将持续为客户 | | | 提供高效、可靠、安全、清洁的数据中心电源解决方案，并建 | | | 立完善适应全球高端客户的大数据中心业务产业链生态，为全 | | | 球能源装备市场提供"中国方案"。 | | | 3.股东回报未来展望 | | | 一方面，公司持续做好业务经营，优化利润结构，提升公 | | | 司业绩表现和长期竞争力。另一方面积极通过高频次高比例现 | | | 金分红、股份回购等方式提高股东回报。除一年 ...

Group 1: Heavy Truck Industry Trends - The heavy truck market in China saw cumulative sales of approximately 716,000 units from January to August 2023, representing a year-on-year growth of about 14% [2][3] - In August alone, sales reached 92,000 units, marking a year-on-year increase of approximately 47% and a month-on-month increase of about 8% [2][3] - The market is expected to maintain an upward trend for the entire year, driven by the implementation of vehicle replacement policies and strong overseas demand [3] Group 2: Engine Market Performance - The domestic sales of natural gas heavy trucks reached 122,000 units with a penetration rate of 25% from January to August 2023 [3] - Sales of new energy heavy trucks were 114,000 units, achieving a penetration rate of 23% [3] - The company’s M series large-bore engines sold over 5,000 units in the first half of the year, reflecting a year-on-year growth of 41%, with data center market sales nearing 600 units, a nearly fivefold increase [4] Group 3: New Energy and Technology Development - The company is accelerating its layout in new energy and technology sectors, focusing on pure electric systems, hydrogen fuel cells, and SOFC technologies [5] - Revenue from the new energy business reached 1.2 billion yuan in the first half of the year, with expectations for over 100% year-on-year growth [5] - The hydrogen fuel cell engine covers a power range of 13-300 kW, catering to various vehicle types including buses and trucks [5] Group 4: Shareholder Returns and Dividend Policy - The company has implemented share buybacks and increased the mid-year dividend payout ratio to 57% [5] - Future dividend policies will consider shareholder expectations and market conditions while maintaining a proactive and stable approach [5]